Fund HoldingsiSAM Funds (UK) Ltd

Total Portfolio Value
$176.58M
Total Bought
$130.12M
Total Sold
$87.63M
Net Transaction
+$42.48M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
DUKE ENERGY CORP NEW(DUK)017,570+17,57002,0261.15%+2,026
PINNACLE WEST CAP CORP(PNW)022,251+22,25101,9711.12%+1,971
NISOURCE INC(NI)056,473+56,47301,9571.11%+1,957
D R HORTON INC(DHI)09,645+9,64501,8401.04%+1,840
GRACO INC(GGG)019,384+19,38401,6960.96%+1,696
SCHLUMBERGER LTD(SLB)040,305+40,30501,6910.96%+1,691
ALPHABET INC(GOOG)09,600+9,60001,5920.90%+1,592
UNION PAC CORP(UNP)06,417+6,41701,5820.90%+1,582
JACOBS SOLUTIONS INC(J)2,94915,123+12,1744121,9801.12%+1,568
MICROSOFT CORP(MSFT)03,635+3,63501,5640.89%+1,564
RTX CORPORATION(RTX)015,984+15,98401,9371.10%+1,937
DANAHER CORPORATION(DHR)05,568+5,56801,5480.88%+1,548
EQUIFAX INC(EFX)04,716+4,71601,3860.78%+1,386
PROGRESSIVE CORP(PGR)05,273+5,27301,3380.76%+1,338
SHERWIN WILLIAMS CO(SHW)03,494+3,49401,3340.76%+1,334
COLGATE PALMOLIVE CO(CL)012,604+12,60401,3080.74%+1,308
JOHNSON & JOHNSON(JNJ)07,903+7,90301,2810.73%+1,281
JOHNSON CTLS INTL PLC
SHS
016,184+16,18401,2560.71%+1,256
SONOCO PRODS CO(SON)022,762+22,76201,2430.70%+1,243
S&P GLOBAL INC(SPGI)02,371+2,37101,2250.69%+1,225
INTERCONTINENTAL EXCHANGE IN(ICE)6,01412,383+6,3698231,9891.13%+1,166
NORTHROP GRUMMAN CORP(NOC)02,187+2,18701,1550.65%+1,155
OVINTIV INC(OVV)030,117+30,11701,1540.65%+1,154
BOSTON SCIENTIFIC CORP(BSX)8,99421,966+12,9726931,8411.04%+1,148
FIRSTENERGY CORP(FE)045,622+45,62202,0231.15%+2,023
AON PLC(AON)04,047+4,04701,4000.79%+1,400
EVEREST GROUP LTD(EG)1,2174,031+2,8144641,5790.89%+1,116
BIOGEN INC(BIIB)05,756+5,75601,1160.63%+1,116
AMERICAN WTR WKS CO INC NEW07,564+7,56401,1060.63%+1,106
ELEVANCE HEALTH INC(ELV)1,2333,352+2,1196681,7430.99%+1,075
CHUBB LIMITED
COM
03,659+3,65901,0550.60%+1,055
BROWN FORMAN CORP(BF-A)020,679+20,67901,0170.58%+1,017
COCA COLA CO(KO)013,750+13,75009880.56%+988
CF INDS HLDGS INC(CF)011,344+11,34409730.55%+973
NEXTERA ENERGY INC(NEE)011,301+11,30109550.54%+955
CARLISLE COS INC(CSL)02,061+2,06109270.52%+927
OLD REP INTL CORP(ORI)033,927+33,92701,2020.68%+1,202
EASTMAN CHEM CO(EMN)08,251+8,25109240.52%+924
LENNAR CORP(LEN)04,916+4,91609220.52%+922
OLD NATL BANCORP IND(ONB)049,268+49,26809190.52%+919
KBR INC(KBR)018,433+18,43301,2010.68%+1,201
HF SINCLAIR CORP(DINO)019,801+19,80108830.50%+883
OSHKOSH CORP(OSK)011,685+11,68501,1710.66%+1,171
WESCO INTL INC(WCC)05,194+5,19408720.49%+872
MOODYS CORP(MCO)1,3633,042+1,6795741,4440.82%+870
AMETEK INC05,027+5,02708630.49%+863
INTERNATIONAL FLAVORS&FRAGRA(IFF)012,322+12,32201,2930.73%+1,293
OWENS CORNING NEW(OC)04,882+4,88208620.49%+862
GENERAL MLS INC(GIS)011,167+11,16708250.47%+825
GRAPHIC PACKAGING HLDG CO(GPK)027,636+27,63608180.46%+818
TARGA RES CORP(TRGP)05,473+5,47308100.46%+810
DTE ENERGY CO(DTB)07,973+7,97301,0240.58%+1,024
EVERSOURCE ENERGY(ES)011,575+11,57507880.45%+788
FLUOR CORP NEW(FLR)016,261+16,26107760.44%+776
STANLEY BLACK & DECKER INC(SWK)07,034+7,03407750.44%+775
ELECTRONIC ARTS INC(EA)05,373+5,37307710.44%+771
ALLEGION PLC(ALLE)05,266+5,26607670.43%+767
PRIMERICA INC(PRI)02,808+2,80807450.42%+745
WERNER ENTERPRISES INC(WERN)018,718+18,71807220.41%+722
INGREDION INC(INGR)4,8849,297+4,4135601,2780.72%+717
US FOODS HLDG CORP(USFD)011,613+11,61307140.40%+714
TARGET CORP(TGT)04,461+4,46106950.39%+695
HANCOCK WHITNEY CORPORATION(HWC)013,230+13,23006770.38%+677
BWX TECHNOLOGIES INC(BWXT)06,067+6,06706590.37%+659
JANUS HENDERSON GROUP PLC016,995+16,99506470.37%+647
SPIRE INC(SR)09,559+9,55906430.36%+643
CROWN HLDGS INC(CCK)06,685+6,68506410.36%+641
BROADRIDGE FINL SOLUTIONS IN(BR)02,968+2,96806380.36%+638
C H ROBINSON WORLDWIDE INC(CHRW)05,782+5,78206380.36%+638
CLEVELAND-CLIFFS INC NEW(CLF)067,256+67,25608590.49%+859
SYNOVUS FINL CORP013,956+13,95606210.35%+621
FEDERAL SIGNAL CORP(FSS)06,506+6,50606080.34%+608
ONEOK INC NEW(OKE)06,609+6,60906020.34%+602
ECOLAB INC(ECL)02,351+2,35106000.34%+600
ANTERO MIDSTREAM CORP(AM)039,593+39,59305960.34%+596
EXPEDITORS INTL WASH INC(EXPD)04,531+4,53105950.34%+595
CADENCE DESIGN SYSTEM INC(CDNS)02,163+2,16305860.33%+586
CITIZENS FINL GROUP INC(CFG)39,32848,612+9,2841,4171,9961.13%+580
TRI POINTE HOMES INC
COM
012,755+12,75505780.33%+578
SOUTHWEST AIRLS CO(LUV)019,490+19,49005770.33%+577
THE CIGNA GROUP(CI)3,6105,106+1,4961,1931,7691.00%+576
KEYCORP(KEY)034,359+34,35905760.33%+576
NEW JERSEY RES CORP(NJR)012,161+12,16105740.33%+574
T-MOBILE US INC(TMUS)02,771+2,77105720.32%+572
TEMPUR SEALY INTL INC(SGI)010,376+10,37605670.32%+567
CNX RES CORP(CNX)017,318+17,31805640.32%+564
CHESAPEAKE ENERGY CORP(EXE)06,800+6,80005590.32%+559
VERALTO CORP(VLTO)04,985+4,98505580.32%+558
ACCENTURE PLC IRELAND
SHS CLASS A
01,557+1,55705500.31%+550
WYNDHAM HOTELS & RESORTS INC(WH)06,885+6,88505380.30%+538
CARMAX INC(KMX)06,943+6,94305370.30%+537
CRANE COMPANY(CR)03,361+3,36105320.30%+532
FIDELITY NATL INFORMATION SV(FIS)06,320+6,32005290.30%+529
BUCKLE INC(BKE)011,876+11,87605220.30%+522
EQUITABLE HLDGS INC012,398+12,39805210.30%+521
RESIDEO TECHNOLOGIES INC(REZI)025,827+25,82705200.29%+520
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)09,599+9,59905180.29%+518
PRICE T ROWE GROUP INC(TROW)04,729+4,72905150.29%+515
COOPER COS INC(COO)04,539+4,53905010.28%+501
TD SYNNEX CORPORATION(SNX)04,165+4,16505000.28%+500
Page 1 of 1